Portafoglio modello in fondi : Prudente
Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Amundi Abs Ret Global Opp Bond E2 EUR C 8% SISF US Large Cap A Acc USD 5% Carmignac Pf Flexible Bond A EUR Acc 15% Eurizon Obbl Euro Breve Ter A EUR Acc 15% DNCA Invest Eurose B EUR 3% Carmignac Court Terme A EUR Acc 5% Invesco Euro Ultra-Short Term Debt E Acc 5% Carmignac Patrimoine E EUR Acc 14% Invesco Global Flex Bond E Acc EUR 12% Sistema Anima Europa A 10% Franklin Diversified Dynamic N Acc EUR 8% Carmignac Pf Flexible Bond A EUR Acc 15%


 NomeYTD %1A (%)3A (%)5A (%)RatingData
Eurizon Obbl Euro Breve Ter A EUR Acc1,671,526,853,71Notation au 30/11/2025 : 55 / 10010/12/25
Carmignac Pf Flexible Bond A EUR Acc4,314,2514,015,99Notation au 30/11/2025 : 58 / 10011/12/25
Carmignac Patrimoine E EUR Acc11,0810,0920,728,46Notation au 30/11/2025 : 55 / 10011/12/25
Invesco Global Flex Bond E Acc EUR-8,95-9,221,785,85Notation au 30/11/2025 : 37 / 10012/12/25
Sistema Anima Europa A15,3912,2526,8647,20Notation au 30/11/2025 : 66 / 10010/12/25
Franklin Diversified Dynamic N Acc EUR3,310,0022,9638,84Notation au 30/11/2025 : 45 / 10011/12/25
Amundi Abs Ret Global Opp Bond E2 EUR C2,192,253,50-6,96Notation au 30/11/2025 : 18 / 10011/12/25
SISF US Large Cap A Acc USD4,032,6560,57109,63Notation au 30/11/2025 : 97 / 10011/12/25
Invesco Euro Ultra-Short Term Debt E Acc2,142,239,356,92Notation au 30/11/2025 : 53 / 10012/12/25
Carmignac Court Terme A EUR Acc1,831,978,827,99Notation au 30/11/2025 : 69 / 10011/12/25
DNCA Invest Eurose B EUR7,106,7618,8822,99Notation au 30/11/2025 : 86 / 10011/12/25
Monetari
Obbligazioni
Bilanciati
Azioni
5%
55%
25%
15%
Asset Allocation ?
Rischio del portafoglio ?
1 2 3 4 5 6 7
 PesoAsset class
 
5,0Liquidità
 
20,0Obblig. euro breve term.
 
23,0Obblig. Euro all maturit.
 
12,0Obblig. Globale
 
10,0Az. Europa
 
5,0Az. USA
 
17,0Flessibili prudenti
 
8,0Flessibili dinamici



sabato 13 dicembre 2025
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